Twin Peaks Wealth Advisors’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio PWZ Stock Details PWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$315K	Buy	12,857 +2,751	+27%	+$66.7K	0.07%	159
2026 Q1	$241K	Hold	10,106	–	–	0.06%	162
2025 Q4	$246K	Hold	10,106	–	–	0.07%	159
2025 Q3	$242K	Hold	10,106	–	–	0.08%	150
2025 Q2	$234K	Hold	10,106	–	–	0.08%	143
2025 Q1	$235K	Hold	10,106	–	–	0.11%	123
2024 Q4	$250K	Buy	+10,106	New	+$252K	0.11%	119

Other funds holding PWZ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's PWZ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Invesco California AMT-Free Municipal Bond ETF (PWZ) stake by 27% in Q2 2026, buying an estimated $66.7K and bringing the position to 12,857 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #159.

Twin Peaks Wealth Advisors first reported a position in PWZ in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold PWZ as of Q2 2026.

Twin Peaks Wealth Advisors held 12,857 shares of Invesco California AMT-Free Municipal Bond ETF worth $315K as of Q2 2026.
Twin Peaks Wealth Advisors bought 2,751 Invesco California AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $66.7K.
Invesco California AMT-Free Municipal Bond ETF made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #159 holding.
Twin Peaks Wealth Advisors first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
130 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.